Invest with IRA Funds

What is a Self-Directed IRA?


A self-directed individual retirement account (SDIRA) is a type of individual retirement account (IRA) that can hold alternative investments. While the account is administered by a custodian, the account holder is responsible for managing its assets. Thus the name, "Self-directed". Self-directed IRAs are best suited for more sophisticated investors who want to participate in alternative investments and get the benefits of a tax-advantaged account.




Can I transfer self-directed IRA funds into my existing account?


No. Investors need to set up a new account if they want to invest self-directed IRA funds.




Does Avestor support investing through a self-directed IRA?


Accredited investors can join an Avestor real estate fund using capital from a self-directed IRA.




Does Avestor charge fees for supporting self-directed IRAs?


Avestor does not charge any additional fees for accepting self-directed IRA funds. Each custodian has their own fee structure to maintain self-directed IRA accounts. Investors should check with their custodian on any fees for their accounts.




What is the process for completing an investment using self-directed IRA funds?


Each custodian has different processes to fund an investment. We recommend you research various custodians to determine which one best suits your needs. Different custodians require different information on your investment so please make sure to understand their requirements prior to setting up an account with them.




Is all income from investments tax-deferred?


Interest received from investments is generally tax-deferred. On equity investments, most income is tax deferred but you may receive Unrelated Business Taxable Income (UBTI) from some equity investments. Any UBTI income would be taxable. Any pass through UBTI will be reported to your on your Avestor K-1. Please work with your tax accountant to ensure you pay any necessary taxes on UBTI income.




Which custodians can I open a Self-Directed IRA with?


Avestor has partnered with the following SD-IRA custodians: 1) Millenium Trust Company - www.mtrustcompany.com 2) Madison Trust - www.madisontrust.com





Self-directed IRAs are an excellent option for investors seeking to diversify their retirement assets outside of stocks and bonds into real estate investments. Avestor supports capital from self-directed IRAs. We have provided answers to some frequently asked questions below.

Learn More

Legal

Contact

(844) 917-3929  (toll-free)

971-249-2233

  • Facebook
  • LinkedIn

*Performance estimates not a guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in significant losses. Deals could default resulting in either partial or complete loss of investor principal. These returns are estimates only. Actual returns and term may be materially different from such projections. Individual deal results can vary significantly due to a large number of factors that include market risks, sponsor risks, individual deal risks and other unpredictable events. See our full offering materials (Private Placement Memorandum, Limited Partnership Agreement and Subscription Agreement) for more details on risks.

Avestor is not registered as a broker-dealer or a Registered Investment Advisor. Avestor does not provide investors with any type of investment advice. Investors should determine if investing in real estate is aligned to their investment goals working with their financial adviser.

 

Not all investors invest in all areas. Investors are placed in investments based on the direction they set for their portfolio. Offering through SEC Reg. D 506(c) filing; Investment Company Act Section 3 (c)(1) exemption; Accredited Investors only. Any communication by Avestor Inc. or any of its affiliates (collectively, “Avestor”), through this website or any other medium, should NOT be construed and is NOT intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. Nothing on this website is intended as an offer to extend credit, an offer to purchase or sell securities or a solicitation of any securities transaction.Investments in private placements are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Some investments are highly illiquid and those investors who cannot hold an investment for the long term (at least 5-7 years) should not invest. This website provides preliminary and general information about the our offering and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. This information contained herein is qualified by and subject to more detailed information in the applicable offering materials. Avestor does not make any representation or warranty to any prospective investor regarding the legality of an investment in any securities.

© 2020 Avestor, Inc., All Rights Reserved.